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fsi-wm-client-review-prep

100 / 100 · Low risk

Fine to try.

By d-wwei/openclaw-financial-services (GitHub) · research · 17 stars · scanned at commit 377ef57

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'fsi-wm-client-review-prep' ] || [ -L ~/.agents/skills/'fsi-wm-client-review-prep' ]; then echo 'A skill folder named fsi-wm-client-review-prep already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/d-wwei/openclaw-financial-services' "$d" && git -C "$d" checkout --quiet '377ef57edf89277df06a2ff67dce09b40330423b' -- 'skills/fsi-wm-client-review-prep' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills/fsi-wm-client-review-prep' ~/.agents/skills/'fsi-wm-client-review-prep' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'fsi-wm-client-review-prep' ~/.claude/skills/'fsi-wm-client-review-prep' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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